Davis Tool, Inc. Profit Sharing Plan And Trust
Sponsored by Davis Tool, Inc. · EIN 930774431 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 109
- With balances
- 184
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dws Investment S.A. CRD 300838 | fuzzy_auto · 97% | 2024 |
| Voya Investment Management Co. Llc CRD 106494 | deterministic · 100% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | fuzzy_auto · 94% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $1,541 |
| Columbia Funds | Investment management, Shareholder servicing fees | $0 |
| Dws Investments | Investment management, Shareholder servicing fees | $0 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| Invesco Funds | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Victory Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Voya Investment Management | Investment management, Shareholder servicing fees | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |